Dollar adjusted the S&P 500 is +0.3% YTD.

Today was a fantastic day in the market. Hopefully, there is nothing happening tomorrow morning to derail the week.

🚨Latest forecast: 100% chance of tailwags 🐾

Timeline larpers in disarray. $HOOD delivering feature sets that drive growth and platform stickiness. Classic tech play; time on platform increases trade volume and fees. Does it also lead to customer wealth or not?

In a shocking turn of events, $DUOL sentiment hit absolute rock bottom and then rallied.

Stonks. Don't pull your punches.

Sept 24 - Sept 25 1yr performance An absolute gift for investors who stayed long. SPY and QQQ with 2x their historic returns. Our model ports VC Style - Finance delivered 170%, VC Style - AI delivered 80%. VC Style - Crypto 120% Top Performer award $REKT at 737% 1yr

The greatest investing statistic of all time. Buy when there is fear in the market.

A rare occasion when someone provides good advice about life insurance. Worth a read.

If I put my house on the market and it sells in 90 days, I’m happy. It’s wild that there were times where homes sold within days and weeks. That should not be expected to be the norm.

Beyond rate decisions... I'm interested to see what $ANET does this week. It was sold off based on a comment at an investor day, but had a raft of upgrades. It should bounce here, but might try to close the gap to $122... which would make it a decent point to add.

The daily chart on $SNDK is wild. It's at 95% rsi (daily) and was $48 at the start of September. This is a tough chart to buy. It's also an AI adjacent infra play at 1.7 p/s and 20 p/e that is getting a lot of coverage in hedge fund notes. Started a position last week, but

Kinda wild a few rooms full of these are what’s destroying the country in this moment.

Raoul Pal returns to Diary of a CEO. Don’t miss it 👇

Another 4% this morning for $SNDK. One of two things is happening here. - RSI constrained price growth, as fast as it can each day. - a huge bubble. You can't discount the bubble, but it is giving $GEV vibes where the RSI runs hot for a long time as people catch up to the

If you dig deep enough into the AI value chain. There is a lot of data being stored for fast retrieval. It seems that some analysts have done the work. $SNDK 99% on the month. Leaving gaps daily. Now approaching a price to sales ratio of 1.8. $STX also looks great, 35% on

Why do people hide their portfolio holdings, then brag about the exact dividend they received on a stock?

Jan 2028 Leaps just started dropping. Give them a few days to settle, but it opens some interesting trades leading into the election cycle.

The compound is a must watch for people tracking markets. Always learn something.

FOMC Outcome. 25bps today. Likely 2x more 25bps by end of year. Miran dissents. GDP Forecast up.